Import and sync Salesforce records

After connecting HubSpot and Salesforce, you can import Salesforce objects to bring all your data into HubSpot. This allows you to import existing Salesforce records, including leads, contacts, accounts, and opportunities, from Salesforce to your HubSpot account, providing a complete overview of your customer interactions.

Learn about the actions and events that can trigger a sync between HubSpot and Salesforce.

If records don’t sync automatically after the import, you can manually sync individual records to ensure data is up to date between HubSpot and Salesforce.

Before you get started

Before importing Salesforce records, review the following requirements and considerations.

• To import a campaign, the campaign must be set to Active in Salesforce.
• If you're importing leads or contacts from Salesforce, only the lead's or contact's email address will be synced over from Salesforce at the time of the import.
• In accounts with no inclusion segment, or for contacts in an inclusion segment, a sync is automatically triggered after the import, which will sync over the remaining Salesforce field values.
• For contacts not in the inclusion segment, all other contact properties will remain blank after the initial import.

Import Salesforce records 

1. Select the objects for the import

1. In your HubSpot account, navigate to CRM > Contacts.
2. In the upper right, click Add contacts > Import.
3. On the Import a file section, click Import data.
4. Select Objects from an app.
5. Select Salesforce records, then click Next. 
6. Select the object type, then click Next.

• • Standard objects: choose the object you want to import. You can import leads, contacts, accounts, opportunities, tasks, a campaign, cases, and events into HubSpot. 
  • Custom objects: select the custom object you want to import. 

7. Click Review.

2. Filter the import

You can filter the import to only import records from Salesforce based on specific criteria. 

1. On the Objects screen, click Add filter.

2. In the right panel, click the Select a filter dropdown menu and select a filter. 
3. Select the property operator. 
4. Click Apply filter. 

3. Review the import

Please note: large imports may take several hours to optimize the use of your Salesforce API calls.

1. On the Confirm screen, review your Salesforce import. 

• • If you've selected Leads, Contacts, Leads & Contacts, Accounts, Opportunities, or Tasks as import objects, review the number of records that'll be imported from Salesforce to HubSpot.
  • If you've selected A campaign, click the Choose a campaign dropdown menu and select the Salesforce campaign to import into HubSpot, then click Review.
  • If you've selected Leads, Contacts or Leads & Contacts and your account uses an inclusion segment, toggle the Salesforce Sync switch on to add these records to your inclusion segment and keep them in sync. 

2. Click Begin import.
3. You'll be redirected back to the Imports screen. When your import is complete, it'll appear in the import table. 

1. In your HubSpot account, click the settings icon in the top navigation bar. In the left sidebar menu, navigate to Integrations > Connected Apps.
2. In the My Apps table, click Salesforce.
3. Navigate to the Data sync tab. 
4. On the Sync Health tab, in the Sync errors section, view the errors. 

Understand sync triggers between HubSpot and Salesforce

To pass data between HubSpot and Salesforce, records need to be triggered to sync between the two platforms. Various actions and events can trigger a sync between HubSpot and Salesforce. HubSpot also checks for new information that needs to be updated across your HubSpot and Salesforce accounts every 15 minutes and triggers a sync if necessary.

Automatic sync triggers

• Form submission by a contact.
• Marketing email is sent to/opened by/clicked on by a contact (if sync is turned on for that activity).
• Sales email is sent to/opened by/clicked on by a contact (if sync is turned on for that activity).
• Meeting is scheduled with a contact (if sync is turned on for that activity).
• Call is made to a contact (if sync is enabled for that activity).
• Note is created on a contact record (if sync is turned on for that activity).
• Sales document is viewed by a contact (if sync is turned on for that activity).
• Task is created on a contact record (if sync is turned on for that activity).
• Contact/company/deal property value is updated in HubSpot (subject to field mapping update rules).
• Lead/contact/account/opportunity value is updated in Salesforce (subject to field mapping update rules), unless the value is in a Salesforce formula field.

Please note: if you update the value in a mapped Salesforce field that is included in the formula, that update will trigger a sync. However, updates to a Salesforce formula field will not trigger a sync. Fields included in the formula from other records will not trigger a sync for the record the formula field is on.

• A new Salesforce lead or contact is created (subject to your Salesforce integration settings).
• A new HubSpot contact is created (subject to your Salesforce integration settings). If you're using a Salesforce inclusion segment, any HubSpot contact (new or existing) added to your inclusion segment will trigger a sync.
• Addition of a lead or contact to an active Salesforce campaign via a HubSpot form submission.

Please note: when a lead or contact is removed from an active Salesforce campaign this will not trigger a sync. 

• Changes to lead/contact ownership in HubSpot or Salesforce.
• Lifecycle stage transitions (if the Automatic lifecycle stage transitions setting is turned on).

Contact segments and individual contacts, companies, and deals can be manually synced to Salesforce.

Manually sync records to Salesforce 

If a record doesn’t sync automatically after the import, you can manually sync it from the record in HubSpot.

Manually sync record segments to Salesforce

1. In your HubSpot account, navigate to CRM > Segments.
2. Click the name of the segment.
3. In the upper right, click the Actions dropdown menu and select Resync segment with Salesforce.

4. In the dialog box, click Resync.

Please note: batch syncs may require a large number of API calls. Ensure that you have at least [Segment number] x 3 API calls available in Salesforce before you proceed.

Manually sync individual contacts, companies, or deals to Salesforce

1. In your HubSpot account, navigate to your contacts, companies, or deals.
2. Click the name of a contact/company/deal.
3. In the Salesforce sync card, click Actions > Resync.

Please note: if you install the Salesforce app after Oct. 7, 2025, you must manually add the integration card to your HubSpot records by following these steps.